Unclaimed
Natascha Barone is a financial advisor who has been in the industry since 2012. Natascha has a Series 6, Series 63, and Series 65 license. Natascha is currently registered with Missionsquare Retirement and is licensed to provide financial advice in Florida. Before joining Missionsquare Retirement, Natascha worked at HSBC Securities (USA) Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., and Wachovia Securities, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
DC
09/25/2020 - Present
Missionsquare Retirement (WASHINGTON DC)
FL
11/05/2013 - 12/13/2016
HSBC SECURITIES (USA) INC. (POMPANO BEACH FL)
FL
10/01/2012 - 10/18/2013
J.P. MORGAN SECURITIES LLC (DAVIE FL)
FL
08/27/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HIALEAH FL)
FL
01/27/2009 - 02/27/2009
WACHOVIA SECURITIES, LLC (FORT LAUDERDALE FL)
IA
Issued 09/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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